Hobart Private Capital’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Hobart Private Capital’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Sell	185,103 -1,322	-0.7%	-$31K	0.74%	41
2026 Q1	$4.35M	Sell	186,425 -23,052	-11%	-$544K	0.85%	38
2025 Q4	$4.96M	Buy	209,477 +15,528	+8%	+$368K	0.97%	35
2025 Q3	$4.64M	Buy	193,949 +15,875	+9%	+$377K	0.97%	34
2025 Q2	$4.24M	Buy	178,074 +15,527	+10%	+$361K	0.96%	35
2025 Q1	$3.81M	Buy	162,547 +130,438	+406%	+$3.08M	0.95%	30
2024 Q4	$754K	Buy	+32,109	New	+$762K	0.19%	57

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Hobart Private Capital's SPHY Position: Q2 2026 in Review

Hobart Private Capital reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.71% in Q2 2026, selling an estimated $31K and leaving 185,103 shares worth $4.34M. The position accounts for 0.74% of the portfolio, ranked #41.

Hobart Private Capital first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96M in Q4 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Hobart Private Capital held 185,103 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.34M as of Q2 2026.
Hobart Private Capital sold 1,322 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $31K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.74% of Hobart Private Capital's portfolio in Q2 2026, its #41 holding.
Hobart Private Capital first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Hobart Private Capital's State Street SPDR Portfolio High Yield Bond ETF position peaked at $4.96M in Q4 2025.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.